Apple TV To Overtake TiVo, Netflix, and Jesus According To Analyst
- March 19th, 2007
- 3 Comments
Saying that a device like Apple TV is going to overtake huge, pioneering companies like TiVo and Netflix is a pretty bold move. But here at the CG, we like bold moves. ThinkEquity analyst John Hoopes says that the Apple TV is “an ideal conduit for multiple services including DVR, paid-for content, gaming, or advertising.” Ok, quite true. The Apple TV can do a lot of fantastic things. But what about overtaking those big companies? Hoopes goes on to say the following:
“Whereas Netflix brought ‘Blockbuster’ to your mailbox, we believe AppleTV will bring Hollywood to your living room,” he told clients. “Moreover, we think this device is well-positioned to quickly overtake Netflix as broadband Internet access becomes more ubiquitous and the Internet becomes the de-facto channel for content delivery.”
Incredibly true. Apple already has setup the beginning phases of its plan via the iTunes Music Store, where movies and TV shows are available for purchase. Couple this with the latest Quicktime update that lets you export in 720p for Apple TV and you’ve got yourself one hot product on your hands. Hoopes says that Apple TV can also become a bad-ass DVR:
“Apple TV can, in our opinion, be easily turned into a DVR with little or no hardware modification and a software upgrade,” he wrote. “We think Apple’s brand, established distribution, marketing power, over 100 million total iPod unit shipments, and 22 million active Mac users would create more than enough energy to propel an AppleTV TiVo-like service to a higher subscription base than TiVo’s current 4.4 million users.”
He goes on to say that thanks to Apple TV, the value of business opportunities Apple will have available will be in the $5 to $14 billion dollar range. Those are enormous profits for the Cupertino-based company and could allow Apple to evolve even further in terms of market strategy and product design. As for Apple overtaking Netflix and TiVo, only time will tell who will win the battle of the services.
Apple TV said to be worthy of overtaking both TiVo and Netflix [Apple Insider]
Phillip R. Cargo (Who am I?)
1 year ago
“and Jesus” ahhahahahhahah man you guys crack me up!
Allen Gates (Who am I?)
1 year ago
Apple PC was never victorious, lots of competitors to choose from.
Apple Ipod was victorious not competitors.
Apple ITV will not be victorious lots of competitors out there.
Apple DVR will not be victorious lots of competitors and patents conflicts
In regard to the last statement as per the article I believe that, that analysts is just wondering. Yes, Apple could overtake many companies by making a copy and overtake any developed technology. However is not as simple as it sounds. If that was as simple as he said, not only Apple could do that. An expert, or any one can copy anything, for instances, Apple’s Website and launch it as its own, that is very simple. The question is, licensing?
EchoStar has admitted to have employed 1500 engineers to develop a TiVo-like DVR with out infringing TiVo’s patents, but they have been unsuccessful. Direct TV extended its deal with TiVo under an agreement of not filing infringements lawsuits. Motorola and Cisco have ended accepting orders from Comcast and Cisco Scientific Atlanta to make their boxes with TiVo functionality. IBM decided to sell its DVR patents to TiVo, negotiating a deal. It will be great if Apple negotiates a licensing deal with TiVo to rebuilt the already looking like a disaster ITV. The copycat of a technology could become as huge as the as earnings, or more. Examples: Blackberry and Rimm, now TiVo and EchoStar and Google and Viacom. They are lawsuits that rage from hundreds of million to the billion figure. It would be nice to see a David and Goliath fight again.
Anyway, a partnership with Tivo will be a nice move; A plain overtake will be hard and dangerous for Apple finances. Google also likes TiVo. TiVo has the DVR-industry patents already, and TiVo also has its partnership with Amazon, Time Warner and Hollywood already.
Randy (Who am I?)
1 year ago
Before long the word zealot will be defined as - any person who believes that an apple product is better than any other product in the same category.
No thanks I stick to my TiVo 3 with dual HD Tuners and and huge hard drive thanks to weaknees.com and believe it or not, I’m enjoying watching TV shows on my large screen Zune (recorded on my Windows Media Center (Vista) and transcoded using DVRMSToolBox and commercial removal program ShowAnalyzer)